Dream Life Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,311,531
Clients
24
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$221,314
About
Dream Life Wealth Management LLC is a fee‑only independent advisory firm operated by a single advisor that provides comprehensive financial planning and discretionary investment management to individuals and high‑net‑worth individuals. The firm advises on common asset types—stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities—and notes it does not impose a minimum account size requirement.
The firm pairs ongoing portfolio management with written comprehensive financial plans, developing personalized investment policies, asset allocation targets, and quarterly account reviews based on client goals and risk tolerance. Its methods include fundamental and technical analysis, modern portfolio theory, and a mix of passive and active strategies with a generally long‑term orientation, while permitting clients to impose reasonable written restrictions.
Noteworthy items in the brochure include the firm’s provision of educational seminars and speaking engagements and estate‑planning assistance delivered via a third‑party EncorEstate Plans technology solution, along with business‑planning and employee benefits optimization services. The brochure also highlights the advisor’s prior industry experience predating the firm’s 2025 formation, and discloses that the firm is fee‑only, does not accept sales commissions or performance‑based fees, and implements trades on an individual (non‑block) basis.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Estate planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Estate Planning Assistance fixed fees range between $300 to $2,500 depending on complexity
$0 - $250,000: 1.25% $250,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Custom pricing
Minimum fee: $4,500 per year minimum fee for Investment Management Services Fee-only: Fee-only firm; all compensation is from client fees, no commissions or sales-related compensation
Main office location
Dream Life Wealth Management LLC
Charlotte NC, United States
Number of offices
1
Most active in
Dream Life Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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